Scoreboard / MPC

Marathon Petroleum Corporation MPC

Issue No. 08 pick · August 14, 2026 · Updated September 4, 2026

Energy

Setup Snapshot

The Setup in One Card

How MPC moved and the catalyst behind the move, from its Issue No. 08 write-up. It is not on the current Scoreboard, so it carries no Friday Five Score this week.

Issue No. 08

Original Pick

Week of August 7 to August 13, 2026 Return

MPC+19.09%

Sector Trend

Leadingup 3.7 percent

Covered In

Issue No. 08 · August 14, 2026

Catalyst

Supply Shock

Brent settled about 5% higher at $87.72 as Hormuz reopening hopes faded

Return measured from the Thursday, August 6 close to the Thursday, August 13 close, the week it appeared in Issue No. 08.

Why It Moved

The Story Behind the Move

MPCup 19.1 percent in Week of August 7 to August 13, 2026

Catalyst

Brent settled about 5% higher at $87.72 as Hormuz reopening hopes faded

Why It Mattered

Refiners earn on the gap between crude and fuel prices, and a supply disruption widens that gap. The company had reported a refining margin of $36.33 a barrel for the second quarter on August 4.

Risk Note

The entire move rests on a waterway staying closed. One week earlier the same story ran in reverse and crude fell 6.6% on news that a deal looked close.

Reader Takeaway

When a stock moves on geopolitics rather than on its own results, you are holding a headline, and headlines reverse faster than businesses do.

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